Management Techniques and Tools

Selected resources on institutional management techniques, tools, and guides.

Financial Management and Sustainability

• Allen, H., Review of Options for Savings Mobilization Amongst AMIR Supported MFIs: Final Report, 2000
• Bald, J., Treasury Management for SACCOs: Procedure Guidelines and Training Manual , 2007
• Bald, J., Liquidity Management: A Toolkit for Microfinance Institutions, 2000
• Ben, R., Activity Based Costing and Savings, 2003
• Cracknell, D. & Sempangi, H., MicroSave Briefing Note # 16: Product Costing in Practice - The Experience of MicroSave, 2002
• Hirschland, M., Serving Small Rural Depositors: Proximity, Innovations and Trade-offs, 2003
• Hirschland, M., Voluntary savings services: a closer look, 2001
• Quirion, M., Financial monitoring at the Developpement International Desjardins: the case of PAMECAS, 2003
• Reno- Weber, B., Activity-Based Costing and Savings, 2003
• Rhyne, E., Towards a Package of Savings Indicators, 2003
• Richardson, D.C., Going to the Barricades for Microsavings Mobilization: A View of the Real Costs from the Trenches, 2003
• Rutherford, S. & Staehle, M., Innovative Approaches to Delivering Microfinance Services: The Case of VSSU, West Bengal, 2002
• Sukhbat, S., & Batjargal, D., Accounting Manual for Savings and Credit Cooperatives, 2002

Operations

• Campion, A., Improving Internal Control: A Practical Guide for Microfinance Institutions, 2000
• Kuhn, M.E. & Darroch, M.A.G. & Ortmann, G.F. & Graham, D, Improving The Provision of Financial Services to Micro-Entrepreneurs, Emerging Farmers and Agribusiness, Lessons from Kwazulu-natal, 2000
• MicroSave, MicroSave Toolkit: Planning, Conducting, and Monitoring Pilot-Tests of Savings, 2004

Product Development

• Alamgir, D. A. H., Diversification of Microfinancial Services: The Case of BURO, Tangail in Bangladesh, 2000
• Campion, A., Mobilizing Small, Medium and Large Savings - Motiviations and Financial Risks, 2001
• Mutesasira, L., Innovations in Financial Services, Lessons from Bangladesh for East African MFIs, 2001
• Schreiner, M., Beverly, S. & Moore, A. A Framework of Asset-Accumulation Stages and Strategies, 2002
• Schreiner, M., Measuring Saving, 2004
• Van Hoorebeke, O.S. & Hamani, Zibo & Toure Mamadou & Gabin, Koukoupnou & Sidibe Alou & Agyei, Kwame Addei., The microfinance experience with savings mobilisation, 2000
• Wright, G., Beyond Basic Credit and Savings: Developing New Financial Service Products for the Poor, 1999
• Wright, G. A. N. & Hossain, M. BURO, Tangail's Approach to Product Development: A Case Study

Strategy

• Branch, B. & Klaehn, J., Striking the Balance in Microfinance: A Practical Guide to Mobilising Savings, 2002
• Campion, A., Microfinance Institutions' Experience With Offering Savings Products, 2001
• Robinson, M. & Wright, G., MicroSave Briefing Note # 3: Mobilising Savings, 2001
• Robinson, M., Mobilizing Savings from the Public : Basic Principles and Practices, 2004
• Robinson, M., Voluntary Saving Mobilization as a Service for the Poor and a Source of Funds for Regulated MFIs, 2001
• Wisniwski, S., Microsavings Compared to Other Sources of Funds, 1999
• Wiedmaier-Pfister, M. & Rodriguez, R. B. Savings Mobilisation in Micro-Finance Institutions, 2002